See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 4-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,485 | $165,584-79.8% | $142,942-76.6% | $137,256-75.6% |
| Participation rate | 80.0% | 80.1%-0.1pp | 76.8%+3.2pp | 80.0%0pp |
| Annual return | 22.16% | 164.22%-142.1pp | 113.70%-91.5pp | 220.34%-198.2pp |
| Employer contribution / active EE | $1,669 | $4,725-64.7% | $4,139-59.7% | $4,156-59.8% |
| Participant deferral / active EE | $6,047 | $8,194-26.2% | $7,128-15.2% | $6,407-5.6% |
| Admin fee / account holder | $36 | $16,167-99.8% | $12,475-99.7% | $12,270-99.7% |